Our Services
Choose the Right Level for Your Business
Three service tiers built around marketplace complexity, not just revenue
What’s Included in Each Tier
Every e-commerce business has a different combination of platforms, SKU count, sales volume, and international reach. A Canadian seller running Amazon.ca and Shopify needs different accounting infrastructure than one managing five marketplaces across three countries, and an international seller establishing Canadian operations has compliance requirements that general accountants rarely handle well. Our service tiers aren’t just about how much accounting you get, they’re structured around the operational complexity of your business and the financial clarity you need at each stage of growth.
At CORE, that means clean books, reliable compliance, and channel-level visibility into your numbers. At GROWTH, it means knowing exactly which SKUs and channels generate real profit after every fee, fulfillment cost, and ad dollar. At ADVISORY, it means having a strategic financial partner helping you model expansion, prepare for investors, and optimize across jurisdictions.
Below is exactly what each tier delivers.
CORE
Monthly Accounting
– Full monthly bookkeeping and bank reconciliation
– Multi-platform settlement reconciliation
– Online accounting system setup, configuration, and ongoing management
– Chart of accounts designed for marketplace operations
– Payment processor integrations (Shopify Payments, PayPal, Stripe)
Tax Compliance
– GST/HST filing and compliance management
– Sales tax tracking across applicable jurisdictions
– Year-end corporate and personal tax preparation
– CRA deadline management and proactive reminders
Reporting & Reviews
– Monthly financial statements (P&L, balance sheet, cash flow)
– Channel-level profitability summary
– Quarterly strategic review calls
GROWTH
Everything in CORE, plus:
SKU-Level Margin Intelligence
– Product-level profitability analysis after all platform fees, fulfillment costs, and ad spend
– True landed cost tracking (product + freight + duties + platform fees + advertising)
– Margin trend reporting (identify which SKUs are improving or deteriorating)
– Channel comparison showing where each product performs best
Cash Flow & Inventory Planning
– Rolling cash flow forecasts tied to inventory purchase cycles
– Seasonal capital planning for peak periods (Q4, Prime Day)
– Cash conversion cycle tracking
– Reorder timing recommendations based on financial data
Marketing & Performance
– Advertising ROI analysis by channel and campaign
– ACOS / TACOS tracking integrated into financial reporting
– Custom real-time dashboard built around your KPIs
Strategic Advisory
– Monthly strategic calls reviewing performance, trends, and decisions
– Proactive alerts on margin changes, cash flow risks, and compliance deadlines
ADVISORY
Everything in GROWTH, plus:
CFO-Level Partnership
– Bi-weekly strategic planning calls
– Priority CPA access with same-day response for urgent matters
– Proactive deadline and risk management
Growth & Expansion Support
– Expansion modeling for new channels, marketplaces, and geographies
– Growth scenario analysis (what happens to margins at 2x, 5x volume)
– Entity structuring guidance for cross-border operations
Investor & Stakeholder Readiness
– Investor-ready financial packages and reporting
– Board-level executive dashboards
– Due diligence preparation support.
Cross-Border Tax Services
Available as add-ons for GROWTH and ADVISORY clients. Whether you’re expanding from Canada or entering the Canadian market, these services provide the specialized tax compliance and accounting infrastructure for cross-border operations.
For Canadian Sellers Expanding Internationally
US Expansion Pack
– Multi-state sales tax nexus assessment and registration
– State-level sales tax compliance and filing
– US marketplace facilitator rule management
– Amazon.com and Walmart US settlement reconciliation
EU Expansion Pack
– UK and EU VAT registration and compliance
– VAT filing and return management
– Amazon EU marketplace reconciliation
– Import duty and customs documentation support
Multi-Market Pack
– Combined US + EU compliance management
– Global accounting consolidated into a single Xero environment
– Multi-currency reconciliation across all regions
– Cross-border transfer pricing documentation
For International Sellers Entering Canada
Canadian Market Entry Support
– Canadian entity structuring guidance (corporation, partnership, sole proprietorship)
– GST/HST registration and compliance setup
– Canadian marketplace accounting (Amazon.ca, Shopify, Walmart Canada)
– Provincial sales tax compliance where applicable – Integration with your existing international accounting systems
Getting Started
1. Free Assessment
Book a call. We review your channels, complexity, and growth plans — then recommend the right tier.
2. Custom Proposal
Clear scope of work, tech stack plan, and timeline tailored to your marketplace mix. Delivered within 48 hours.
3. Onboarding (2–4 weeks)
We connect your selling platforms, configure accounting systems, and establish reconciliation workflows. You’re operational within the first month.
4. Ongoing Delivery Monthly accounting and reporting on schedule. Strategic guidance scales with your tier — quarterly reviews (CORE), monthly calls (GROWTH), or bi-weekly CFO sessions (ADVISORY).
Ready to See Your True Margins?
Tell us about your marketplace operations and we’ll email you a customized proposal within 48 hours.